If You Earned Over $150K Last Year, Your 401(k) Catch-Up Just Became a Roth (Like It or Not)

The forced Roth conversion nobody warned you about—and why your payroll department might get it wrong

Nov 28 • 

Jeff Martinez, CRPC®

2

October 2025

The Great Liquidation: How Wall Street Created a Trillion-Dollar Problem & Why That’s Your Opportunity

There’s $13 trillion sitting in private markets that you probably can’t access.

Oct 31 • 

Jeff Martinez, CRPC®

1

Gold’s Remarkable 2025 Performance: What It Means for Your Portfolio

Gold has delivered exceptional returns in 2025, surging over 55% year-to-date, while traditional portfolio allocations to the precious metal may no…

Oct 10 • 

Jeff Martinez, CRPC®

2

Your 2026 Medicare AEP Roadmap: Renew & Refresh Your Coverage!

The Golden State’s Golden Opportunity: What is AEP, Really?

Oct 4 • 

Jeff Martinez, CRPC®

September 2025

Climbing Escher’s Stairs

Why Many Investors Feel Like They’re Going Nowhere

Sep 11 • 

Jeff Martinez, CRPC®

1

July 2025

I Have $10 Million of Bitcoin & Crypto — What Do I Do Now?

Whale Decisions

Jul 21 • 

Jeff Martinez, CRPC®

June 2025

The Cadillac of Life Insurance

Life insurance doesn't usually come up in everyday conversations until it suddenly does.

Jun 6 • 

Jeff Martinez, CRPC®

1

October 2024

Top 5 Reason to Be in a Medicare Supplement Medigap Plan

Deciding whether to switch from a Medicare Advantage plan to a Medigap (Medicare Supplement) plan depends on your individual needs and preferences.

Oct 1, 2024 • 

Jeff Martinez, CRPC®

September 2024

T-Bill & Chill, Adios

Say Goodbye

Sep 10, 2024 • 

Jeff Martinez, CRPC®

July 2024

The Magic of the USD Global Reserve

Everybody loves a good magic show.

Jul 12, 2024 • 

Jeff Martinez, CRPC®

The Presidential Debate and Your Money

The recent Presidential Debate has left many Americans feeling anxious and fearful.

Jul 3, 2024 • 

Jeff Martinez, CRPC®

1

May 2024

The Champion of Medicare

Building a Strong Medicare Plan Foundation

May 23, 2024 • 

Jeff Martinez, CRPC®